Expert advice tailored to you
Asset Allocation
How can Starlight Wealth help with Asset Allocation?
We don’t believe in a one-size-fits-all approach, we tailor the recommendations of underlying investment strategies for each client which helps them to balance risk and reward by dividing an investment portfolio among diverse asset classes to minimize investment risks. Our goal is to lessen the impact of risk the client’s portfolio is exposed to, as each asset class has a different correlation to one another.
What are the different asset classes/categories?
The asset classes fall into three broad categories: equities, fixed-income, and cash and equivalents. Anything outside these three categories (e.g., real estate, commodities, art) is often referred to as alternative assets.
What are the factors that can affect asset allocation?
The Asset Allocation in a client’s portfolio depends upon the following factors:
- Age
- Income & Expenses
- Liabilities
- Time Horizon of investment
- Risk tolerance
- Investment choices
- Risk Vs Returns of the products
